CFA UK automation ahead pathway: Bias in the machine: What investors need to know about LLMs

Thursday 19 March 2026 | 13:00 - 13:50 | Webinar

This webinar is part of CFA UK’s technology and innovation pathway and is brought to you by Technology & Innovation Community. 

Large Language Models (LLMs) are increasingly used in financial research and decision-making but they’re not neutral. This session explores how biases emerge in LLMs, how they affect investment analysis, and what safeguards investors can apply.  

Join us to:  

  • Understand the sources and types of bias in LLMs  
  • Learn how bias can impact financial decision-making  
  • Explore mitigation strategies for responsible AI use in finance  
  • Real-world examples from investment workflows

Who should attend: 
Investment and finance professionals interested in AI and technology, including portfolio managers, analysts, risk and compliance teams, data scientists, and fintech innovators. 

Registration: 12:55
Event: 13:00 - 14:00

Other events in the series:

16 April No-Code, high impact: Building agentic workflows without writing python  
7 May From insight to allocation: AI-driven portfolio construction  

Click here to view our event terms and conditions.

 

Speaker

François Trahan - President and founding partner of The Macro Institute

François Trahan is an economist by training with a master’s degree in finance and econometrics. He is widely praised for his differentiated insights into the drivers and dynamics of the marketplace and his unique understanding of the business cycle. In 2016, François was inducted into the Institutional Investor All-America Research Team Hall of Fame after placing first in Portfolio Strategy for ten of the previous 12 years. He has also ranked for Quantitative Strategy.

François is currently President and founding partner of The Macro Institute – a firm dedicated to macro research and education. Previously he was a Managing Director at UBS where he led the U.S. Portfolio Strategy effort, and prior to that he was a founder and managing partner of Cornerstone Macro. Before that, he was Vice Chairman of Wolfe Trahan & Co., Chief Investment Strategist at International Strategy and Investment Group (ISI), and the Chief Investment Strategist for Bear Stearns & Co. Earlier, he worked for Ned Davis Research and the Bank Credit Analyst Research Group.

François received undergraduate and graduate degrees in economics from the University of Montreal. Along with Katherine Krantz, he is the co-author of "The Era of Uncertainty: Global Investment Strategies for Inflation, Deflation, and the Middle Ground," published by Wiley & Sons in August 2011.